Mosaic Family Wealth’s Proofpoint, Inc. PFPT Stock Holding History

Mosaic Family Wealth’s Portfolio PFPT Stock Details PFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-50	Closed	-$4K	–	958
2017 Q3	$4K	Buy	+50	New	+$4.45K	﹤0.01%	770

Other funds holding PFPT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mosaic Family Wealth's PFPT Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Proofpoint, Inc. (PFPT) in Q4 2017, closing a stake of 50 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in PFPT in Q3 2017 and held it in 1 quarter. The position peaked at $4K in Q3 2017. 301 funds tracked by Wall St. Rank hold PFPT as of Q4 2017.

Mosaic Family Wealth reported no remaining Proofpoint, Inc. position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 50 Proofpoint, Inc. shares in Q4 2017, an estimated $4K.
Mosaic Family Wealth first reported a position in Proofpoint, Inc. in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Proofpoint, Inc. position peaked at $4K in Q3 2017.
301 funds tracked by Wall St. Rank held Proofpoint, Inc. as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.